Delete - Print Format Update - Screen Overview
Delete - Print Format Update
Screen Code: gltprtfu
To edit the Print format of the report. Click Update the Data 
button on the Display Format Inquiry page to navigate to this page.
Navigation Tip: General Ledger >> Financial Reports >> Base Financial Statements >> Work with Display Formats >> Click any Format >> Click Update The Data button.
It has the following parameters:
Field
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Description
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Format
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Define Financial Report Format.
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Report Type
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There are nine different types of reports. Each report type determines what types of accounts are displayed on the report. The report types are
- Budget
- Combined
- Dept.Obj
- Department
- Fund Obj
- Object
- Project
- Revenue
- Variance
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Description
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Report Description or Title of the report.
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Subtotal on object pos/char
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Determines where to place subtotals. The account object is stored in the system as a five-digit number (even if only a four-digit object). The first number in our example of 2:2 tells the system to begin with the second digit in the account object from the left and include two digits. For example, if our account object is 1105, the system stores this as 01105. The value of 2:2 uses the 11 to sort the data. Account objects 1100 to 1199 would be subtotaled. When it starts with 1200, a new subtotal value would begin.
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Option details for all fields (refer to Report Type above for the same table):
Field
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Description
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Budget
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The report includes only account types as expenditures.
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Combined
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The report includes both revenue, expenditure account types and individual accounts are listed.
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Dept.Obj
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The report includes all accounts that have a non-zero department. This is a summary-type report. Therefore, individual accounts do not print. There is a total for each department. The report includes only accounts that are account type expenditure
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Department
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The report includes all accounts that have a non-zero department. This is a summary-type report. Therefore, individual accounts do not print. There is a total for each department. The report includes only accounts that are account type expenditure
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Fund Obj
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The report includes summarized data by Fund Object within each fund across all departments of that fund. The report includes only accounts that are account type expenditure
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Object
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The report includes summarizing the data by account object. The object codes are summarized overall funds included in the report. The report includes only accounts that are account type expenditure
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Project
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The report includes This type of report will only include accounts that have a project number. The report includes only accounts that are account type expenditure
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Revenue
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The report includes only accounts that are account type revenue.
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Variance
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The report includes accounts that either account type revenue or account type expenditure. The last column of the report must be a variance formula. This formula will control which accounts are displayed. Only accounts that have a certain variance (specified at runtime) will be included. The report includes only accounts that are account type expenditures.
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Description
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Description of the Report
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SubTotal on object pos/char
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Determines where you will generate subtotals. The account object is stored in the system as a five-digit number (even if you only use a four-digit object). The first number in our example of 2:2 tells the system to begin with the second digit in the account object from the left and include two digits. For example, if our account object is 1105, the system stores this as 01105. The value of 2:2 uses the 11 to sort the data.
Therefore, every time the value changes you will get a subtotal. Account objects 1100 to 1199 would be subtotaled. When you start with 1200, a new subtotal value would begin.
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Spreadsheet
To generate the report in a spreadsheet by defining various parameters.
It has the following parameters:
Field
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Description
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Fund group
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Name of the Fund Group. Leaving blank lists all the fund group names.
When you enter a fund group, fund number selection will be disabled.
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Fund number
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Name of the Fund Number. Leaving blank or zero lists all the fund numbers.
When you enter a fund number, fund group selection will be disabled.
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Department number
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Name of the Department.
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Program number
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Program number associated with one Fund or Department
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From Object To Object
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Fund Object starting number and Ending
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Period Ending
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Period ending in mmyyyy format.
- If left blank will generate from the start of the fiscal year.
- If specified will generate the report till the specified account ending period.
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Delimiting character
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Identifies the columns till the delimited character. Recommended delimited character is ~
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Include headings?
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If Yes, includes Sub Headings in the report
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Include subtotals?
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If Yes, include Subtotals in the report
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Print detail or summary
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Include or exclude a detailed summary in the report
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Print zero amounts
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Sometimes General Ledger accounts might have a zero balance. It may be a case that account is not being used but for some reason, it's been left active.
The default option for this parameter is No. Leave this parameter setting as is if you do not want a zero value line item taking a lot of space in your report.
Yes - Prints accounts that have zero amounts in the report. Once in a while, you may want to set this to Yes to get an idea of accounts with zero amounts and you want to clean up and close the accounts.
No - This does not include accounts that have zero amounts in the report.
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Actions Menu Options
It has the following parameters:
Field
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Description
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Update
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Edit or update the report format.
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Inquire
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Allows performing the below tasks.
- Copy - Copy an existing format to a new format.
- Display Columns - View any existing columns and add new columns.
- Edit - Edit the report format, similar to the Update feature.
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Copy
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Copy an existing format to a new format.
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Columns
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View existing columns and add new columns to the report.
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Edit Favorites
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View any existing report format, and edit Report type, Description, and Subtotal on object position or character.
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Print Report
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Add Base Financial Report Parameters.
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Generate Spreadsheet
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Define Base Financial Spreadsheet Parameters and submit a job at spooling for printing
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